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Added 21 mins ago
SD
Senior Program Manager (15-month Contract)
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
You will lead and be accountable for complex programs and initiatives from strategy through execution, collaborating with and leading cross-functional teams to ensure programs meet client,…
Added 21 mins ago
SD
Senior Product Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Work closely with Product Owners and senior leadership to translate strategy into action, breaking down broader SHN product goals into tangible, high-level initiatives and epics within the…
Added 38 mins ago
SD
Senior Manager, Specialty Pharmacy-2
Shoppers Drug Mart Specialty Health Network
Calgary, AB
- Full-time
Lead teams effectively through organizational and operational change and clearly communicate business priorities, strategy and expectations.
Added 38 mins ago
CC
Business Development Manager
Carlson Construction Ltd.
AB · Edmonton, AB
- Full-time
…Carlson Construction’s market position. This individual will lead new business initiatives, develop client relationships, and collaborate across teams to ensure successful project…
Added 1 hour ago
S
DevOps Engineer
Synechron
Halifax, NS
- $110,000 to $115,000 CAD / year
- Full-time
Build, maintain, and optimize Kubernetes environments supporting both internal platforms and client-facing applications
Added 5 hours ago
B
Recommissioning Engineer – Energy & Decarbonization
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This role combines in‑depth engineering analysis, on‑site assessments, and client‑facing advisory work to deliver measurable results.
Added 5 hours ago
W
Project Engineering Manager, Mining
Worley
Vancouver, BC
- Full-time
The Project Engineering Manager also serves as a key technical interface with the client, supporting alignment of scope, execution priorities, project risks and technical decisions.
Added 5 hours ago
BP
Lead Electrical Engineer
Bunch Projects
Calgary, AB
- Full-time
…operators. We are seeking an experienced Electrical Engineer, Lead to support the full lifecycle delivery of EPC…
Added 6 hours ago
SC
Chief Estimator
Sierra Construction Group
Woodstock, ON
- Full-time
Manage departmental workload, balancing resources across multiple tenders to meet deadlines and client expectations.
Added 7 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 7 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11491
Added 7 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 7 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11491
Added 7 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
…skills along with inspiring interpersonal effectiveness to lead team, train talent and effect change. Along with a track record of building talent and the ability to balance the need of…
Added 9 hours ago
SG
Director, Oil, Fuels, NGLs, and Biofuels Americas Consulting
S&P Global
Calgary, AB
- Full-time
…studies, transaction/due diligence support, investment and strategy analysis, crude oil pricing and marketing, price and margin forecasting, NGLs and biofuels…
Added 9 hours ago
PG
Associate Director , Social
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Are you a paid social expert looking to lead high-impact campaigns, drive innovation, and mentor a growing team? Publicis Media is seeking an Associate Director, Paid Social to shape the…
Added 10 hours ago
K
Senior Manager - Senior Tech Lead – AI & Technology Transformation
KPMG
Montreal, QC
- Full-time
Lead the integration of agents into complex client environments, including Finance, HR, Legal, Risk, Compliance, Operations, and Customer Service functions, with a strong focus on security,…
Added 10 hours ago
BC
Materials Management Professional
BBA Consultants
Montreal, QC
- Full-time
Implement a logistics strategy and material handling instructions
Added 13 hours ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Soutenir le lancement d'innovations McCafé en garantissant une activation omnicanale solide et une exécution client efficace.
Added 14 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Lead, manage and grow our Quebec P&C Actuarial Services team, including team development, client service delivery and business growth
Added 15 hours ago
SG
Director, Oil, Fuels, NGLs, and Biofuels Americas Consulting
S&P Global
Calgary, AB
- Full-time
…studies, transaction/due diligence support, investment and strategy analysis, crude oil pricing and marketing, price and margin forecasting, NGLs and biofuels…
Added 15 hours ago
WI
Senior Landfill Gas Engineer
WSP in Canada
Cambridge, ON
- Full-time
Lead pursuit strategy development, including go/no‑go assessments, win strategies, and proposal leadership.
Added 15 hours ago
WI
Senior Landfill Gas Engineer
WSP in Canada
Mississauga, ON
- Full-time
Lead pursuit strategy development, including go/no‑go assessments, win strategies, and proposal leadership.
Added 15 hours ago
A
Vice President, EC6 Product Development
AtkinsRéalis
Mississauga, ON
- Full-time
…The role will develop and implement a forward‑looking product strategy that aligns EC6 design evolution, cost and schedule baselines, constructability considerations, and supply chain…
Added 15 hours ago
ST
Program Assistant
Strides Toronto
Toronto, ON
- $46,662 to $54,339 CAD / year
- Contract
…treatment, education, outreach and community support - using a client-centered, evidence-informed approach. Since 2015, Strides Toronto has served as Toronto’s Lead Agency for Infant, Child…

BMO

Financial Planner

Markham, ON, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 16, 2026
Experience: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/15/2026

Address:

9660 Markham Road

Job Family Group:

Retail Banking Sales & Service

*Cantonese Speaking is required for this position

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Develops and implements a relationship management plan to meet the needs of client.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Executes work to deliver timely, accurate, and efficient service.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Builds effective relationships with internal/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Advanced working knowledge of financial industry.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$45,000.00 - $100,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Financial Planner provides investment advice and financial planning solutions to help customers achieve their goals while proactively growing the bank's business. They are responsible for managing client relationships, identifying sales opportunities, and ensuring compliance with all regulatory and risk management frameworks.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must meet all regulatory licensing and registration requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment planning
Sales
Relationship management
Business development
Customer service
Needs-based assessment
Analytical skills
Problem solving
Communication skills
Collaboration
Risk management
Cantonese speaking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Products
Mutual Funds
Retirement Savings
Business Development
Outbound Calling
Relationship Management
Risk Management Framework
Regulatory Compliance
Financial Advice
Customer Experience
Sales Targets
Portfolio Management
Cantonese

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